The Trust Account Balances window is shown via the Trust Balances button on the A/R & Fund Balances tab of the Client file. These balances are retrieved from Trust Accounting Software. Balances for all 99 bank accounts are shown along with a total.

A message will be shown indicating no trust accounts exist for the client if the client is not defined as a trust account in TAS (or if the trust account's Name Search does not match the Tabs3 Client ID when using an alpha or mixed Key Type in Tabs3).

The Close button or the ESC key can be used to close the window.